Profit Sharing · DOL Form 5500 · 2023

Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit Profit Sharing Plan

Data updated 2026-08-11

$99M
Total assets
23,861
Participants
91st
Percentile by assets
$4,152
Avg per participant
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Official DOL plan name: St. Louis-Kansas City Carpenters Regional Annuity · Sponsored by Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit · Missouri · Finance & Insurance

$99M in assets, 23,861 participants

Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit's St. Louis-Kansas City Carpenters Regional Annuity reported $99M in total assets and 23,861 participants in its 2023 DOL Form 5500 filing, ranking in the 91st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 91st percentile by assets (of 127,072 plans)
  • #7,667 in Finance & Insurance (8,869 peers)

Coverage in Missouri

St. Louis-Kansas City Carpenters Regional Annuity covers 23,861 participants in Missouri, 32x the typical Missouri plan (state average ~737 per filing). Assets: $99M.

$99M
total plan assets (2023 EOY)
23,861
covered participants
91st
percentile by assets (of 127,072 plans)
$4,152
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • St. Louis-Kansas City Carpenters Regional Annuity end-of-year assets rose from $66M in the plan year 2022 filing to $99M in the plan year 2023 filing.
  • St. Louis-Kansas City Carpenters Regional Annuity reported net income rose from $22M in the plan year 2022 filing to $33M in the plan year 2023 filing.
  • St. Louis-Kansas City Carpenters Regional Annuity reported participants rose from 20,920 in the plan year 2022 filing to 23,861 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Participants vs Missouri filers

In Missouri, the average filing covers about 737 participants across 2,297 plans. St. Louis-Kansas City Carpenters Regional Annuity reports 23,861 participants - 32x that state average ($99M EOY assets).

Missouri filing particulars

Total Assets (Beginning of Year)$66M
Net Assets (End of Year)$99M
Net Income$33M
Employer EIN371942230
Plan Effective Date2019-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit)

$50M$100M$150M 202220232024 $66.1M $141M ▲ +113.7%
Total plan assets by year, all Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit plans on file
Year Plans Participants Total Assets
2022 1 20,920 $66M
2023 1 23,861 $99M
2024 1 17,034 $141M

Nearby Profit Sharing Plans in Missouri

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

St. Louis-Kansas City Carpenters Regional Annuity vs. nearby Profit Sharing plans in Missouri, assets vs. participants

St. Louis-Kansas City Carpenters Regional Annuity vs. nearby Profit Sharing plans in Missouri, assets vs. participants Scatter plot of 6 data points. 0500010000150002000025000 00.511.5 Total assets ($B) Participants St. Louis-Kansas Cit…Boilermakers Nationa…Profit Sharing Retir…Plumbers' & Pipefitt…I. B. E. W. Local Un…Iron Workers St. Lou…
St. Louis-Kansas City Carpenters Regional Annuity vs. nearby Profit Sharing plans in Missouri, assets vs. participants

Scale composition for St. Louis-Kansas City Carpenters Regional Annuity

St. Louis-Kansas City Carpenters Regional Annuity reports $99M in end-of-year assets across 23,861 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.025% of 93,925,755 covered participants) - about $4,152 per participant (3% of the national average assets-per-participant) . Net income for plan year 2023 was $33M.

This plan identity (EIN 371942230, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $66M to $141M (+113.7%) while covered participants moved from 20,920 to 17,034 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 20,920 $66M Open filing
2023 23,861 $99M This page
2024 · index core 17,034 $141M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to St. Louis-Kansas City Carpenters Regional Annuity by total assets, not by location.

Frequently Asked Questions

How did St. Louis-Kansas City Carpenters Regional Annuity assets move in 2023?
St. Louis-Kansas City Carpenters Regional Annuity surged - up 50.0% during 2023, from $66M to $99M. Reported net income was $33M.
How have Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit plan assets changed over time?
Across 3 plan years on file (2022-2024), Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit's sponsor-wide assets grew 113.7%, from $66M to $141M.
Where does St. Louis-Kansas City Carpenters Regional Annuity rank by assets among Form 5500 filers?
St. Louis-Kansas City Carpenters Regional Annuity ranks in the 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Profit Sharing plans are similar in size to St. Louis-Kansas City Carpenters Regional Annuity?
Among Profit Sharing plans in other states, the closest by assets is Virginia Pilot Association Retirement Plan in VA ($99M, 51 participants).

Next read for St. Louis-Kansas City Carpenters Regiona…

Filing takeaways

Ways to act on St. Louis-Kansas City Carpenters Regional Annuity's numbers.

  • By total assets, St. Louis-Kansas City Carpenters Regional Annuity ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Profit Sharing plans in Missouri. Compare plans
  • Board of Trustees of St. Louis Kansas City Carpenters Regional Annuit's sponsor-wide assets have grown 113.7% since 2022 across 3 plan years on file. More Finance & Insurance plans